+176.6%
MPWR vs HALO
+165.1%
+11.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -1.3% | +10.2% | +9.2% |
| 7D | +17.3% | -22.0% | +39.2% | +24.4% |
| 30D | +12.1% | -8.5% | +20.5% | +13.6% |
| 3M | +5.6% | -0.9% | +6.5% | +4.6% |
| 6M | -10.7% | +53.1% | -63.8% | -22.8% |
| YTD | +64.0% | +51.1% | +12.9% | +42.0% |
| 1Y | +55.9% | +45.0% | +10.9% | +36.4% |
| 3Y | +199.5% | +173.0% | +26.5% | +97.1% |
| 5Y | +176.6% | +163.6% | +13.0% | +62.4% |
| All | +176.6% | +165.1% | +11.4% | +62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded HALO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling